Investor Education

Our ETF investing research and insights can help you make better decisions about what you do with your money - right now and for your future.

Watch this space - our full library will be live soon!

  • View All
  • First-time investor
  • Global investing
  • Industry news
  • Industry reports
  • Podcasts
  • Professional investors
  • Research note
  • Retirement
The ETF Investor – Episode 59 – Actively Managing Global Property Investments

The ETF Investor – Episode 59 – Actively Managing Global Property Investments

With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed...

ETFSA Launches 100% Offshore Investment Portfolio for its Living Annuity Policies: The “Wealth Oyster” Portfolio

ETFSA Launches 100% Offshore Investment Portfolio for its Living Annuity Policies: The “Wealth Oyster” Portfolio

As Shakespeare put it, the “world is your oyster” and for retirees seeking greater global diversification, ETFSA has today announced...

Episode 58 – Actively Managing Factor and Style Investments

Episode 58 – Actively Managing Factor and Style Investments

Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto...

Actively Managed ETFs – A New Frontier

Actively Managed ETFs – A New Frontier

In the evolving landscape of investment vehicles, actively managed Exchange-Traded Funds (AMETFs) have emerged as a compelling option for individual...

Actively Managing Index-Tracking Funds

Actively Managing Index-Tracking Funds

For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed...

Choosing between different ETFs tracking the same index

Choosing between different ETFs tracking the same index

FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets...

Citywire Podcast*: Putting the ETF in fund selection

Citywire Podcast*: Putting the ETF in fund selection

ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look out for.

How to DIY your ETFs on the HUB

How to DIY your ETFs on the HUB

Financial advisors play an important and valuable role in the wealth creation and preservation journey. But can you DIY at...

Podcasts

The ETF Investor – brought to you by the ETF Specialists, ETFSA. Through this podcast series we bring you insight and understanding of ETFs (Exchange Traded Funds), clarity on how to best use it in any type of investment portfolio, technical details of what happens inside the ETF, and practical advice on how to choose ETFs for your investment wants and needs.

First-time investor / Podcasts

The ETF Investor – Episode 60 – Actively Managing a Balanced Fund, a Foundational Investment Solution

Traditional index-tracking ETFs require an index to track. So what if there is no index, like in the case of balanced funds, or multi-asset portfolios? The construct of an actively-managed ETF provides an ideal solution for simple, straightforward, strategic, static asset allocation strategies in a cost-effective, rules-based, transparent investment option, suitable for all investor types.

Podcasts

The ETF Investor – Episode 59 – Actively Managing Global Property Investments

With the top of the global interest rate cycle in focus, we turn our attention to the outlook for listed property companies and REITs, and the range of exchange-traded product options available on the JSE. There is more to consider than just the interest rate cycle, and we investigate how active management can be applied […]

Podcasts

Episode 58 – Actively Managing Factor and Style Investments

Just when you thought factor-based investments have passed their sell-by date, a new South African ETF issuer has burst onto the scene with a multi-factor, style-based, risk-managed, actively-managed domestic equity ETF.

Podcasts

Actively Managing Index-Tracking Funds

For many investors the term ETF is synonymous with index-tracking, or so-called “passive” investments, and the concept of an actively-managed ETF therefore represents a contradiction in terms. But the term “active management” does not necessarily mean lots of activity or significant tracking differences to the reference index, and it offers opportunities to manage index-referenced investments more efficiently.

Podcasts

Choosing between different ETFs tracking the same index

FNB recently listed three new offshore ETFs, but the underlyings are very familiar to us – MSCI World, MSCI Emerging Markets and S&P 500. How do you choose between multiple ETF options when they offer the same – or very similar – underlying investment exposure?

etfSA

Introducing our New

Balanced Foundation Prescient AM-ETF

A market-first ETF that blends stability with long-term growth.